Business Details
Trusted Accounting and Financial Services in Delray Beach, FL
Weisberg Peter, CPA CFP has dedicated years to delivering personalized financial guidance to individuals and businesses across the Delray Beach, FL area. Our firm combines extensive experience with a proactive approach to address evolving financial and regulatory challenges. We specialize in tailored solutions for tax planning, business advisory, retirement strategies, and comprehensive financial planning. Our team prioritizes client success through transparent communication and deep industry expertise. With a focus on long-term relationships, we help clients navigate complex financial landscapes with confidence. Our services include IRS representation, bookkeeping, investment planning, and insurance solutions.Backed by certifications as a Certified Public Accountant and Certified Financial Planner, we uphold the highest standards of professionalism. Our commitment to excellence ensures clients receive actionable insights aligned with their unique goals. Located at 15300 Jog Rd, Suite 109, we serve local communities with accessibility and dedication. By integrating tax, business, and personal financial services, we empower clients to achieve stability and growth. Our proactive strategies emphasize foresight and adaptability in an ever-changing economic environment.
Services
Financial Planning
Tax Preparation & Planning
Business Tax Services
IRS Representation
Bookkeeping
Retirement Planning
Investment Planning
Insurance Planning
Estate Planning
Mortgages
Highlights and features
- We offer decades of experience in accounting and financial planning.
- Our team provides personalized, client-focused financial strategies.
- We deliver comprehensive services spanning tax, retirement, and estate planning.
- Our proactive approach anticipates financial and regulatory changes.
- We hold industry certifications including CPA and CFP designations.
Associations and certifications
- CPA
- CFP
- FINRA
- SIPC
Services
Financial Planning
We develop customized financial plans addressing retirement, investment, insurance, and estate strategies. Our approach integrates tax-efficient solutions tailored to individual goals. With a focus on long-term stability, we help clients navigate complex financial decisions.
Tax Preparation & Planning
Our tax services include individual and business return preparation with strategic planning for optimal compliance. We specialize in minimizing liabilities through proactive year-round tax strategies. Expertise covers deductions, credits, and audit representation for residents and businesses in Delray Beach.
Business Tax Services
We provide comprehensive business tax solutions including payroll tax, sales tax, and entity structuring. Services encompass quarterly filings, tax credit identification, and IRS dispute resolution. Our focus is on reducing business tax burdens while ensuring regulatory compliance for local enterprises.
IRS Representation
Our firm advocates for clients during IRS audits and collections. We handle back tax negotiations, installment agreements, and penalty abatements. With CPA expertise, we resolve federal tax issues while protecting client interests throughout the Delray Beach area.
Bookkeeping
We offer full-cycle bookkeeping including financial statements, bank reconciliations, and payroll processing. Our systems ensure accurate records for tax preparation and business decision-making. Services support small businesses in maintaining organized financial operations aligned with regulatory requirements.
People
Peter Weisberg
CPA, CFP
Peter Weisberg is a Certified Public Accountant and Certified Financial Planner with decades of experience serving Delray Beach clients. He specializes in tax strategy, retirement planning, and business advisory services. His client-centric approach emphasizes proactive financial management and regulatory compliance.
Questions
What accounting services do you offer?
We provide tax preparation, financial planning, business advisory, IRS representation, and bookkeeping services tailored to individual and business needs in Delray Beach.
Do you serve clients outside Delray Beach?
While based in Delray Beach, we serve clients throughout Palm Beach County with in-person, virtual, and document mail services for accounting and financial planning needs.
What certifications do your professionals hold?
Our lead professional holds Certified Public Accountant (CPA) and Certified Financial Planner (CFP) designations, ensuring expertise in tax and financial matters.
Are your financial planning services comprehensive?
Yes, we address retirement, investment, insurance, estate planning, and tax strategies to create holistic financial roadmaps aligned with client objectives.
Reviews (4)
Mark Loewe
Mar 06, 2022
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Peter has done work for me for over 20 years. He is articulate, smart, savvy and 100% professional. I have recommended Pete's services to many friends and colleagues all who have had positive relationships with him. A true professional who you can trust.
Mindy Findling
Nov 27, 2018
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My husband and I started using Peter for our taxes about 20 years ago. We have the utmost faith in his ability and his knowledge of tax laws. Not only does he handle our taxes, but we have turned over our investments to him to manager. No complaints here. Peter Weisberg is your guy for all your tax and investment needs.
Lawrence S.
Apr 01, 2016
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My wife and I purchased an annuity 'pushed' by Mr. Weisberg. The biggest financial debacle of our lives. The monthly fees are tremendous and although being told we would earn a minimum of 5% and could not lose $$$, the value has decreased over time. My children are furious because they were aware of the outrageous fees associated with an annuity and turns out Mr. Weisberg was paid thousands of dollars up front from the annuity company. We were taken advantage of. Very disappointed in Peter and will not be using any of his services again.
Thomas Setteducati
Jan 15, 2016
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My wife and I have been using Peter Weisberg s CPA services for many years now! Hes a great guy and has helped us with a few of our problems. Would highly recommend anyone looking for a CPA, that Peter is your guy! I would never think of using anyone else! Tommy, Margarita Setteducati
